Institutional Ownership Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $780 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
42,920
shares
|
$1 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
42,512
shares
|
$993,930
0.01% of portfolio
|
Q2 2025
Added 31.73%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
37,273
shares
|
$871,442
0.29% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
35,561
shares
|
$831,416
1.22% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
35,453
shares
|
$828,891
0.02% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
34,905
shares
|
$816,078
0.03% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
33,496
shares
|
$783,136
0.06% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
31,496
shares
|
$736,376
0.18% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
29,658
shares
|
$693,404
0.01% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
28,673
shares
|
$670,374
0.01% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
27,629
shares
|
$645,966
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
25,575
shares
|
$597,943
0.0% of portfolio
|
Q2 2025
Reduced 80.64%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
24,098
shares
|
$563,411
0.47% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
23,971
shares
|
$560,441
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,224
shares
|
$542,977
0.0% of portfolio
|
Q2 2025
Reduced 97.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,657
shares
|
$529,720
0.0% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
21,695
shares
|
$507,229
0.33% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
21,572
shares
|
$504,353
0.15% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
21,395
shares
|
$500,215
0.48% of portfolio
|
Q3 2025
Added 37.67%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
21,264
shares
|
$497,152
0.1% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
19,696
shares
|
$460,492
0.01% of portfolio
|
Q2 2025
Reduced 88.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19,160
shares
|
$447,960
0.0% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,080
shares
|
$446,090
0.01% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
19,007
shares
|
$444,383
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,110
shares
|
$423,411
0.01% of portfolio
|
Q2 2025
Reduced 15.29%
|